See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,132 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $77,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,353 | $105,247+35.3% | $87,100+63.4% | $77,787+83.0% |
| Participation rate | 91.8% | 85.8%+6.0pp | 76.9%+14.9pp | 73.2%+18.6pp |
| Annual return | 44.20% | 24.52%+19.7pp | 28.19%+16.0pp | 32.57%+11.6pp |
| Employer contribution / active EE | $2,380 | $2,895-17.8% | $2,521-5.6% | $2,504-5.0% |
| Participant deferral / active EE | $14,385 | $5,060+184.3% | $4,049+255.3% | $3,967+262.6% |
| Admin fee / account holder | $118 | $104+13.4% | $7,497-98.4% | $100+18.4% |